Settings and activity
6 results found
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367 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Larina Chester
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9 votesLarina Chester
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An error occurred while saving the comment Larina Chester
commented
‘Attach files’ - Previously we could drag and drop directly into the invoice screen, now we have to select a dropdown menu before dragging and dropping. Yet another unnecessary click.
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782 votes
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items…
Larina Chester
supported this idea
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291 votes
An error occurred while saving the comment Larina Chester
commented
Add Payment - Another click added to view this, when it was already in processing sequence and without extra clicks? Also, when selecting ‘Add payment’ and selecting a bank account with a different currency to the invoice, I get the error message ‘Custom rate for this date couldn’t load. Please try again.’ The xe.com rate display was extremely helpful, if not the correct rate it was at least a guide ensuring the conversion was the correct way around or as a comparison to highlight a possible error eg. USD 1.00 = EUR 0.927591 vs EUR 1.00 = USD 1.07806.
Additional Suggestion … add an option with the payment data entry to go directly to ‘Bills to pay’ for ease of Batch payment once all bills processed.
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3 votes
Hi Larina, we appreciate our customers have different preferences for the bills page they would like to default to and this option is available within the 3 dot menu on the Bills page.
From here you'll be able to set the Awaiting Payment screen as the default.
It's not possible to do this for the Invoices screen atm so I've slightly changed the title of your idea here to reflect that specifically. We'll continue to track the interest here and let you know if there's any progress.
Larina Chester
shared this idea
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553 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Larina Chester
supported this idea
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Approve - If we don’t want to email the invoice at the time of approval, I now have an extra click to select the Approve only button (add another button?)